Services
Simplify the Grind:
Proven Services for Accounting Pros & Business Owners Ready to Scale.
Running a CPA firm or US business means wearing a lot of hats, but the back-office ones shouldn't weigh you down. At Caramel Advisors, we've spent years helping pros just like you in streamlining books, nailing audits, and turning data into decisions that stick. Our services? Straightforward, battle-tested, and built to let you focus on growth, not grind. Pick what clicks, and let's make it yours.
Explore our modular solutions designed for seamless integration
Service’s we provide
Bookkeeping & Accounting
Stay on top of your books with clean, timely records that make sense and keep…
Financial Planning & Analysis (FP&A)
Turn numbers into action with forecasting, budgeting, and scenario planning that drives ...
Audit Services
Get thorough, reliable audits that uncover insights and ensure you are audit-ready, without the hassle.
Tax Preparation
Handle multi-state returns and compliance without the stress—smooth, spot-on, and always compliant.
Client Advisory Services (CAS)
Build deeper client ties with proactive advice on everything from efficiency tweaks to long-term...
Let’s discuss your business needs today send us your inquiry
Flexible Engagement Options
We Have Experience In Several Sectors
We know one approach doesn't rule them all, so we flex:
Direct Partnership:
Team up openly, we become your extended arm for bookkeeping or FP&A, handling it all with full transparency. Ideal for businesses wanting straightforward internal support.
White-Label Option:
We power your services under your name, perfect for CPAs and firms reselling audits or CAS to clients. You lead the relationship; we deliver the expertise behind the scenes. It's all rooted in our experience making outsourcing feel like a natural fit, not a big switch.
Consumer
Finance
Healthcare
and pharma
Steps to Get Started
We've streamlined this from years of onboardings—quick, secure, and fuss-free for US CPAs and businesses. Here's the four-phase flow:
Sign-Up & Match:
Start with an intro call on your needs (e.g., tax tweaks or FP&A). We interview, test, and confirm staff pairing you with the perfect pro fast.
Onboarding & Prep:
Align goals in an onboarding call, then set up IT (tools, secure access), basics locked in days, no delays.
Orientation & Launch:
Sync via staff orientation call, then they dive into your workflows right away—full steam ahead.
Training & Reviews:
Initial training for quick wins, plus ongoing check-ins and tweaks to scale and track progress (like smoother audits).